2026-05-06T12:37:45+00:00 2025-06-30 990 2024-07-01 516016065 UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION INC UNIV 3028312341 105 E MAIN STREET NEWARK DE 19716 WILLIAM MICHALCEWIZ TREASURER 2026-05-06 2024 2025-03-06 01:10:19Z X WILLIAM D LUZIER 105 E MAIN STREET NEWARK DE 19716 166072 false X WWW.UDEL.EDU/ALUMNI-FRIENDS/CONNECT/UDAA/ X 1974 DE THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION IS PROUDLY DEDICATED TO ENGAGING OUR ALUMNI COMMUNITY BY FOSTERING LIFELONG LOYALTY AND COMMITTMENT TO THE UNIVERSITY. 25 24 0 31 0 3175 24528 125214 126622 12922 11360 3031 3562 144342 166072 80639 88871 0 0 0 0 52320 48832 132959 137703 11383 28369 1133401 1246610 0 0 1133401 1246610 THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION, INC. IS DEDICATED TO ENGAGING OUR ENTIRE ALUMNI COMMUNITY BY FOSTERING A TRADITION OF LIFELONG LOYALTY & COMMITMENT TO THE UNIVERSITY OF DELAWARE. WE PROVIDE EXCEPTIONAL VALUE AND ONGOING SUPPORT TO OUR ALUMNI WORLDWIDE. false false 131795 88871 126622 PROVIDING SCHOLARSHIP SUPPORT TO UNIVERSITY OF DELAWARE STUDENTS TO RECOGNIZE OUTSTANDING ACHIEVEMENT. 131795 true false false false false false false false false true true true false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 25 24 false false false false false false false true true false false false true true false true true true false false false false X LAUREN SIMIONE AVP ALUMNI ENGAGEMENT UD 3028311408 105 E MAIN STREET NEWARK DE 19716 AMY LEVITZ GRUNDY VICE PRESIDENT 4.0 0 X X 0 91769 10863 STEPHEN D SHALLO SECRETARY 4.0 0 X X 0 0 0 WILLIAM D LUZIER PRESIDENT 4.0 0 X X 0 0 0 WILLIAM W MICHALCEWIZ TREASURER 4.0 0 X X 0 0 0 CHRISTOPHER R DOHL DIRECTOR 2.0 0 X 0 0 0 DAVID S ALICK DIRECTOR 2.0 0 X 0 0 0 DUSTIN M RAMSDELL DIRECTOR 2.0 0 X 0 0 0 ERICA M WALSH DIRECTOR 2.0 0 X 0 0 0 GAYLE MCVEY DAVIS DIRECTOR 2.0 0 X 0 0 0 JEANETTE PADINSKE O'PAKE DIRECTOR 2.0 0 X 0 0 0 JENNIFER L FERRIS-CRISAFULLI DIRECTOR 2.0 0 X 0 0 0 JOHN R MARTIN DIRECTOR 2.0 0 X 0 0 0 KERRY ORENDORF HALBEDL DIRECTOR 2.0 0 X 0 0 0 LINDSAY E THRASHER DIRECTOR 2.0 0 X 0 0 0 LISA DANIEL SPARKS DIRECTOR 2.0 0 X 0 0 0 LISA WALLACE WEISSER DIRECTOR 2.0 0 X 0 0 0 MICHAEL F SCERBO DIRECTOR 2.0 0 X 0 0 0 MICHELLE MAHANEY SCOTT DIRECTOR 2.0 0 X 0 0 0 NANCY BELTZ LOMAX DIRECTOR 2.0 0 X 0 0 0 PATRICIA TUCCI CANNON DIRECTOR 2.0 0 X 0 0 0 ROBERT J HEALY DIRECTOR 2.0 0 X 0 0 0 TAMIKA N HARVEY DIRECTOR 2.0 0 X 0 0 0 TERESA E GERBERG WINDISCH DIRECTOR 2.0 0 X 0 0 0 TIMOTHY R ENGLISH DIRECTOR 2.0 0 X 0 0 0 ZAKIA W REAVES-JOHNSON DIRECTOR 2.0 0 X 0 0 0 0 91769 10863 0 false false false 0 24528 24528 CREDIT CARD ROYALTIES 900099 117109 117109 TRUE SPIRIT PARTNERSHIP 900099 9513 9513 0 0 0 0 126622 11360 11360 0 0 0 0 OTHER INCOME 900099 3562 3562 0 0 0 0 3562 166072 126622 0 14922 72472 72472 16399 16399 4350 4350 0 0 0 0 41414 41414 1510 1510 MISCELLANEOUS 1558 1558 0 0 0 0 137703 131795 5908 0 177095 144104 0 0 0 0 50000 0 0 50000 181698 243655 774608 808851 0 0 0 1133401 1246610 0 0 0 0 0 0 X 1133401 1246610 1133401 1246610 1133401 1246610 28369 84840 0 X false false false X X 1 UNIVERSITY OF DELAWARE 516000297 2 true 72472 0 1 72472 0 true false false false false false false false false false false false false false false true false false X true true Schedule A, Part IV, Section D, Line 2 Officers Appointed Or Serving Supported Org. THE UDAA REMAINS CLOSE AND KEEPS A CONTINUOUS WORKING RELATIONSHIP WITH THE UNIVERSITY OF DELAWARE (UD), THE SUPPORTED ORGANIZATION, THROUGH THE INVOLVEMENT OF UD EMPLOYEES ROLES LIKE THE ASSOCIATE VICE PRESIDENT OF ALUMNI ENGAGEMENT (AE), THE SENIOR DIRECTOR OF AE AND ADMINISTRATIVE SPECIALIST IN AE. Schedule A, Part IV, Section E, Line 2a Org. Activities Directly Further The Exempt Purposes THE UDAA IS DEDICATED TO ENGAGING THE ENTIRE UNIVERSITY OF DELAWARE ALUMNI COMMUNITY BY FOSTERING A TRADITION OF LIFELONG LOYALTY AND COMMITMENT TO THE UNIVERSITY. THE UDAA PARTNERS WITH THE OFFICE OF DEVELOPMENT AND ALUMNI RELATIONS TO FULFILL ITS VISION AND MISSION, AND TO EXECUTE ITS STRATEGIES, PROGRAMS AND OUTREACH. BOTH GROUPS HAVE THE SAME END GOAL TO ENSURE THAT ALL CURRENT AND FUTURE UNIVERSITY ALUMNI HAVE A FULFILLING, LIFELONG RELATIONSHIP WITH THE UNIVERSITY. Schedule A, Part IV, Section E, Line 2b Activities That One Or More Supp. Org. Engaged In SEE DISCLOSURE FOR PART IV, SECTION E, LINE 2A. 956306 96200 1052506 875669 80637 956306 833630 42039 875669 891850 -58220 833630 503388 150000 238462 891850 1.0 0.0 0.0 false true true 50000 0 50000 50000 Closely-held equity interests Financial derivatives LIMITED PARTNERSHIPS & LLCS 732755 F US GOVERNMENT OBLIGATIONS 42626 F MONEY MARKET & OTHER LIQUID ASSETS 17156 F CORPORATE OBLIGATIONS 16314 F 808851 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ASSOCIATION'S ENDOWMENT CONSISTS OF FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE SPENDING POLICY OF THE ASSOCATION IS TO ONLY WITHDRAW FUNDS FROM THE ENDOWMENT TO COVER OPERATING EXPENSES AS DEEMED NECESSARY BY THE BOARD OF DIRECTORS. true UNIVERSITY OF DELAWARE 550 S COLLEGE AVE SUITE 201 NEWARK DE 19713 516000297 501(c)(3) 72472 0 N/A N/A GENERAL SUPPORT 1 0 STUDENT AID 11 16399 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds NOMINATIONS AND APPLICATIONS ARE KEPT ON FILE AS WELL AS COMMITTEE RECORDS FROM THE SELECTION PROCESS. RECIPIENTS OF ALUMNI ENRICHMENT AWARDS ARE REQUIRED TO PROVIDE RECEIPTS AND/OR RETURN UNUSED FUNDS FOLLOWING HIS/HER ACTIVITY. SAP AWARD RECIPIENTS PROVIDE FINAL BALANCE SHEETS AND ARE AWARDED ACCORDINGLY THOUGH THEY MAY HAVE BEEN APPROVED FOR MORE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS PREPARED BY THE UNIVERSITY TAX DEPARTMENT BASED ON INFORMATION PROVIDED BY PERSONNEL THAT SUPPORTS THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION. THE DRAFT IS SUBMITTED TO THE ORGANIZATION'S MANAGEMENT FOR REVIEW AND ACCURACY OF REPORTING. THE ASSOCIATION'S TREASURER ASSUMES RESPONSIBILITY FOR THE FINAL REVIEW OF THE RETURN AND AN OFFICER SIGNS THE RETURN. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy FROM THE UD ALUMNI ASSOCIATION CONSTITUTION AND BYLAWS, SECTION 13B: IF AN OFFICER, DIRECTOR OR MEMBER AT LARGE OF THE ASSOCIATION (I) HAS A PERSONAL OR FINANCIAL INTEREST IN ANY MATTER OR TRANSACTION COMING BEFORE THE BOARD OF THE ASSOCIATION, (II) HAS A FAMILY MEMBER WHO HAS A PERSONAL OR FINANCIAL INTEREST IN ANY MATTER OR TRANSACTION COMING BEFORE THE BOARD OF THE ASSOCIATION, OR (III) IS A CURRENT OR FORMER OFFICER, DIRECTOR, MEMBER AT LARGE OR OWNER OF AN ENTITY THAT IS INVOLVED IN ANY MATTER OR TRANSACTION COMING BEFORE THE BOARD OF THE ASSOCIATION, THAT OFFICER, DIRECTOR OR MEMBER AT LARGE SHALL (1) FULLY DISCLOSE THE NATURE OF THE INTEREST TO THE BOARD AND (II) WITHDRAW FROM ANY DISCUSSION, LOBBYING OR VOTING ON THE MATTER OR TRANSACTION. ANY VOTE WHICH INVOLVES A POTENTIAL CONFLICT OF INTEREST SHALL BE APPROVED ONLY WHEN A MAJORITY OF DISINTERESTED DIRECTORS OF THE BOARD HAS DETERMINED THAT IT IS IN THE BEST INTEREST OF THE ASSOCIATION TO TAKE SUCH ACTION. THE MINUTES OF THE MEETING AT WHICH SUCH VOTE IS TAKEN SHALL REFLECT AND RECORD THE DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST, THE ABSTENTION OF THE VOTE OF THE OFFICER OR DIRECTOR WHO HAS A POTENTIAL CONFLICT OF INTEREST, AND THE RATIONALE OF THE BOARD FOR APPROVING THE ACTION. AN OFFICER OR DIRECTOR WITH SUCH AN INTEREST MAY BE COUNTED TO DETERMINE WHETHER A QUORUM EXISTS, BUT SUCH OFFICER'S OR DIRECTOR'S VOTE SHALL NOT BE COUNTED TO DETERMINE WHETHER A QUORUM EXISTS FOR PURPOSES OF THE REQUISITE MATTER OR TRANSACTION. Form 990, Part VI, Line 19 Required documents available to the public THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. Form 990, Part XII, Line 1 ACCOUNTING METHOD THE MODIFIED CASH BASIS OF ACCOUNTING RECOGNIZES CERTAIN REVENUE AND RELATED ASSETS WHEN RECEIVED RATHER THAN WHEN EARNED AND CERTAIN EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. UNIVERSITY OF DELWARE 550 SCOLLEGE AVENUE SUITE 201 NEWARK DE 19713 516000297 EDUCATION DE 501(c)(3) 2 NA false false true false false false false false false false false false false false true true true true false false